Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,814 | $68,097-56.2% | $62,929-52.6% | $137,256-78.3% |
| Participation rate | 46.7% | 77.4%-30.8pp | 73.1%-26.4pp | 80.0%-33.3pp |
| Annual return | 20.69% | 1859.11%-1838.4pp | 1063.93%-1043.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,314 | $2,811-53.3% | $2,505-47.6% | $4,156-68.4% |
| Participant deferral / active EE | $2,860 | $4,553-37.2% | $3,888-26.4% | $6,407-55.4% |
| Admin fee / account holder | $662 | $6,521-89.9% | $5,065-86.9% | $12,270-94.6% |